Concepts

Tasks

Settings

Setting Receiving Report Policies

If you are using APM’s purchasing system (requisitions, purchase orders, and receipts), you will probably be using the receiving report. You can set the policies for using receiving reports at each site. The available settings include whether or not receiving reports are automatically printed, which report form is used, and how many copies are printed. You can also select whether or not you want the expected quantity to appear as the default quantity received on purchase receipts.

A different set of policies may be defined for each site. For example, one site may require that receiving reports be automatically printed for every report, while a second site prints them on request only.

Enforcing the Use of Receiving Reports

There are two ways in which purchase receipts are entered: as part of a receiving report and as individual receipt transactions. Only receipts entered as part of a receiving report form can be printed on a receiving report. Receipts entered individually are not printed on a receiving report.

If you need to have all receipts printed on receiving reports, you must use system security to restrict users from creating individual purchase receipt transactions. If users are restricted from using the objects and actions listed below, the receiving report will be the only method available to create purchasing receipts:

Class	Action
Site	New Purchase Receipt
Purchase order line	Receive
Serialized Inventory Unit	Receive Repaired Unit

For information on editing security profiles, see Introduction to Security Profiles.

To Set Receiving Report Policies

1.	On the Site window, click the Administration menu, click Resource Management Settings, and then Resource Transactions. The Resource Transaction Settings dialog appears.

2.	Select the Receiving Policies tab. For example:

3.	Enter the following settings:

Setting Name

Description

Prompt expected quantity on receipt

When this box is selected, purchase receipts will show the quantity that is expected. If this box is cleared, the expected quantity will be blank.

Receiving report printing

Receiving reports can either be printed on request, or can be printed automatically: • Receiving reports are printed on request only: Select this option if you do not want a receiving report printed automatically. When this option is selected a receiving report is only printed when requested by the user. • A report is automatically printed for each receiving report: Select this option if you want a receiving report printed each time a set of receipts is entered. The system prints a report automatically when each receiving report is posted.

Receiving report

Select the default receiving report form to be used when printing a receiving report. The form that you select determines what information is printed and how the report will be formatted. Users can change the selected form when they are entering the report.

Number of copies

Enter the default number of copies to be printed of each report. Users can change this number when they are entering the report.

4.

Click OK.